Filed August 5, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,069 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,799 | $55,449-46.3% | $83,848-64.5% | $56,287-47.1% |
| Participation rate | 86.8% | 68.0%+18.8pp | 76.1%+10.7pp | 69.9%+17.0pp |
| Annual return | -6.04% | -1.38%-4.7pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,304 | $2,430-46.3% | $3,631-64.1% | $2,111-38.2% |
| Participant deferral / active EE | $1,876 | $2,935-36.1% | $4,082-54.0% | $3,350-44.0% |
| Admin fee / account holder | $26 | $656-96.0% | $5,478-99.5% | $521-95.0% |